+293.0%
IBKR vs HUBS
-58.2%
+351.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.1% |
| 7D | -1.3% | -9.0% | +7.6% | 0.0% |
| 30D | -0.2% | +7.2% | -7.5% | -1.6% |
| 3M | +3.0% | +20.9% | -17.9% | -1.9% |
| 6M | +33.9% | -13.0% | +46.9% | +33.6% |
| YTD | +42.5% | -43.8% | +86.4% | +56.1% |
| 1Y | +44.9% | -54.6% | +99.5% | +66.4% |
| 3Y | +293.0% | -58.5% | +351.5% | +374.5% |
| All | +293.0% | -58.2% | +351.2% | +374.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HUBS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling